Business & Individual Services
BUSINESS
Complete financial services for any business requirement
- Payroll services, including direct deposit for employees and payroll tax returns/deposits
- Audited, Reviewed and Compiled Financial Statements
- Incorporation and LLC formation
- Small business accounting, bookkeeping, and bill payment services
- Business, Corporate & Franchise Consulting
- Tax preparation and planning (all U.S. states and international)
- Financial planning
- Retirement Plan Administration
- Sales tax returns
- Property tax returns
- Financing and loan packages
- Business valuations and appraisals
- Like-kind exchange consulting
- Litigation support
INDIVIDUAL
We are adept at tax preparation and planning for all 50 states.
- We typically help those with businesses, rental properties or complicated investment transactions. If you do not have such activities our services may not be worth the cost to you.
- Estate and trust planning. Even if your estate is not worth more than the current estate tax exemption amount, you may still want to direct how your assets are used and/or distributed upon your death or incapacitation.
- Retirement and financial planning. We partner with experts at Nova Financial Services to provide a comprehensive approach to your financial future.
- Like-kind exchange consulting. Selling property at a large gain and reinvesting the proceeds in similar property can potentially defer the tax due on the gain.
- Litigation support. In relation to a divorce or certain other legal issues.